Customized Services List
Core monthly bookkeeping includes:
• Chart of Account Setup and Customization
• Categorizing Income and Expenses
• Reconciling Accounts
• Receipt and Document Digital Storage
• Generation of monthly financial reports
(Balance Sheet, Profit and Loss, Statement of Cash Flows)
• Monthly meetings to discuss the financial reports
• Generation of Annual Reports for Tax Preparation
Additional Services As Needed:
• Business Growth Strategy Consulting- one-on-one consulting specific to your goals for your business to help you thrive.
• Bill Payment and Tracking
• Invoice Management
• Payroll Support
• Sales Tax Filings
• Budget Creation and Cash Flow Management Strategies
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Services
The foundation of any successful business lies in understanding its performance, and that begins with a clear grasp of your financials. We offer monthly bookkeeping services to keep your financial records accurate and up to date so that you can have timely financial data to make decisions throughout the year. No more rushing at the end of the year to get everything ready for taxes.
Monthly Bookkeeping
What are your numbers telling you? Let's find out! Each month we will meet to review your core financial reports (Balance Sheet, Profit and Loss and Statement of Cash Flows) to find trends and opportunities within your business.
Finacial Reporting
Businesses will only succeed with systems in place. Whether you're just starting your business or are growing and becoming more complex - systems and processes are essential to your success. Let us help you develop key systems and processes for your business growth.
Workflow Development
Are your business records up to date so that you can make sound business decisions with real-time data from your business? If not, you're not alone—many business owners need help keeping their books current. If you're behind a few weeks, months or even years - we can help.